Smarter matter management and intake

Matter management software helps teams effectively manage legal matters and cases throughout their lifecycle, from intake to resolution. It tracks and organizes all correspondence, key information, and documents related to each matter, all while coordinating workflows and enabling communication among team members and external stakeholders. Our platform enables legal teams to operate more efficiently, mitigate risk, and provide better service to their clients.

Our platform gives teams improved efficiency, productivity, and visibility, enhanced collaboration and communication among team members, better risk and compliance management, and more effective cost management and budgeting. It also helps ensure accuracy and consistency in legal matters.

Tools like Asana and Jira are generic project management tools. While you might be able to make them work, they are not tailored to the needs of legal teams. Our platform is designed to meet the unique requirements of legal operations, such as the ability to archive and document decisions, keep audit logs for future reference and litigation, and streamline workflows. It’s built specifically for the way legal teams operate, ensuring that you have the tools you need to manage your matters effectively.

No, this platform does not add another barrier between the legal team and the business. Business users can choose not to interact with the platform directly at all. Instead, all communication can take place through existing tools such as email, MS Teams, or Slack, with the platform plugged into it. The system can be configured so that all business users’ interactions take place within their existing environments, minimizing barriers to adoption and ensuring that interactions remain personal.

Our platform does not require access to your entire email, Slack, or MS Teams inbox. You decide which messages should be turned into matters through our plugins. Easily create new matters or attach emails to existing ones with the click of a button.

Yes, our platform can integrate with other legal technologies, such as e-billing or contract management systems, in addition to built-in integrations with standard workplace tools like Outlook, MS Teams, and Slack. Integration can help streamline workflows and improve data accuracy and consistency across multiple systems.

Our platform helps legal departments with cost management and budgeting by providing reports and analytics. These tools enable legal departments to identify areas of overspending or potential cost savings, understand where time is spent, and better align their services with the needs of the business.

Our platform provides a centralized repository for all matter-related information and documents, which can be accessed and updated in real time. The software also generates reports and analytics to help legal departments track key metrics, such as time to resolve a matter, and the number of matters resolved related to a subject area, department, or team member.

Matter management software and contract lifecycle management (CLM) are related in that they both help legal departments manage their work more effectively. While matter management software focuses on managing all legal matters and requests, CLM is specifically designed to manage the lifecycle of contracts. These systems can work together to provide a more comprehensive solution for managing legal operations. For example, a matter management platform might integrate with a CLM system to streamline or automate the process of creating and managing contracts within the context of a legal matter.

Matter management software is designed to help legal teams manage individual legal matters or cases from start to finish. It provides tools for tracking and organizing matter-related information and documents, as well as coordinating workflows and communication among team members and external stakeholders.
Case management software, on the other hand, is designed to help law firms and litigation support teams manage a portfolio of related legal matters. It provides tools for tracking deadlines, scheduling court appearances, and managing documents and evidence across multiple cases.
While there may be some overlap between the two types of software, they have different functionalities and are used in different contexts within the legal industry. Matter management software is typically used by corporate legal departments, while case management software is more commonly used by law firms and litigation support teams.